The Foundations Conference is designed to explore Dimensional’s unique investment philosophy and approach to markets for a diverse range of financial professionals. From foundational concepts, to a deep dive into the research that underpins our investment philosophy. Presentations will include insights into how we manage both Equity and Fixed Interest portfolios, and a comprehensive view of our available investment solutions.
This course is suitable for more experienced trustees who have either already attended the Defined Benefit – Part 1 course or have some experience as a trustee of a defined benefit scheme. It assumes an understanding of the basic concepts of trust law and trusteeship and some knowledge of asset classes and investment markets. It provides a practical look at
We are delighted to announce the launch of our programme of regional Pensions and Savings conferences across the UK during June and July. The theme of this year's conferences is Tomorrow’s World: Working towards improved retirement outcomes, and this will be the main focus of the content. The regional programme will consist of the following topics: A look at the recent white
FREE FOR PLSA MEMBERS This one hour online session has been developed for pensions managers, trustees and anyone with an interest in fiduciary management. Please find below a summary of the content, for full information please visit the website. Key topics: The main principles of fiduciary management; The latest fiduciary management developments; The benefits of fiduciary management for pension schemes, and aspects
Wednesday 13 June 2018, 06:00pm Location Royal Statistical Society, 12 Errol Street, London EC1Y 8LX (An alternative venue may be used if demand requires it) The Royal Statistical Society will be staging an early evening meeting to discuss ‘The Future of the Retail Prices Index (RPI)’. We are delighted that this discussion will be started by the UK’s National Statistician (John Pullinger
This course is the first of two 1-day courses which together provide an introduction to the role of a pension scheme trustee. If you are new to trusteeship or thinking about becoming a pension scheme trustee this course is right for you. Learn the theory of pension scheme trusteeship, including what is expected from trustees and how to apply good
The Pensions Age Northern Conference offers pension funds and those working in the UK pensions space the tools and information that they need to get it right at a time when managing pension schemes is more challenging than it has perhaps ever been. Now in its third successful year this one day conference, which is open to pension scheme managers,
This course is the second of two 1-day courses which together provide an introduction to the role of a pension scheme trustee. It is suitable for new trustees who have already learned the rudiments of pension scheme trusteeship or if you have already attended Introduction to trusteeship Part 1: The theory. TOPICS The protocol and mechanics of decision – making, including
As a trustee, or a member of a committee/team, managing or governing a defined contribution (DC) scheme, it is important to keep your DC knowledge up to date as well as understand best governance practice and how to operate schemes that produce good outcomes for members. Comprehensive sessions providing you with insight on: The ‘trustee knowledge and understanding’ requirements as